TD Cowen Issues Positive Forecast for Charles Schwab (NYSE:SCHW) Stock Price

Charles Schwab (NYSE:SCHW) had its price target hoisted by TD Cowen from $135.00 to $138.00 in a research report sent to investors on Thursday,Benzinga reports. The brokerage currently has a buy rating on the financial services provider’s stock.

A number of other research firms have also commented on SCHW. Barclays raised their price target on Charles Schwab from $120.00 to $125.00 and gave the stock an “overweight” rating in a report on Thursday. Keefe, Bruyette & Woods lifted their target price on Charles Schwab from $109.00 to $111.00 and gave the company an “outperform” rating in a report on Friday, October 17th. Truist Financial upped their price target on Charles Schwab from $120.00 to $122.00 and gave the company a “buy” rating in a research report on Thursday. Deutsche Bank Aktiengesellschaft restated a “buy” rating and issued a $131.00 price objective on shares of Charles Schwab in a research report on Thursday. Finally, Bank of America upped their target price on shares of Charles Schwab from $88.00 to $91.00 and gave the stock an “underperform” rating in a report on Wednesday, December 10th. One investment analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $115.60.

Charles Schwab Stock Performance

Shares of Charles Schwab stock opened at $104.07 on Thursday. The business’s fifty day simple moving average is $97.68 and its 200 day simple moving average is $95.81. The company has a current ratio of 0.58, a quick ratio of 0.58 and a debt-to-equity ratio of 0.47. Charles Schwab has a 12 month low of $65.88 and a 12 month high of $105.81. The firm has a market capitalization of $184.93 billion, a P/E ratio of 22.33, a price-to-earnings-growth ratio of 0.69 and a beta of 0.94.

Charles Schwab (NYSE:SCHW) last announced its quarterly earnings results on Wednesday, January 21st. The financial services provider reported $1.39 EPS for the quarter, beating analysts’ consensus estimates of $1.32 by $0.07. Charles Schwab had a net margin of 37.01% and a return on equity of 22.07%. The company had revenue of $6.34 billion for the quarter, compared to analysts’ expectations of $6.19 billion. During the same period in the prior year, the company posted $1.01 EPS. Charles Schwab’s revenue was up 18.9% compared to the same quarter last year. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. As a group, analysts anticipate that Charles Schwab will post 4.22 EPS for the current year.

Insider Activity at Charles Schwab

In other news, insider Jonathan S. Beatty sold 3,072 shares of the firm’s stock in a transaction on Wednesday, November 12th. The shares were sold at an average price of $98.00, for a total transaction of $301,056.00. Following the sale, the insider owned 11,923 shares in the company, valued at approximately $1,168,454. This trade represents a 20.49% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. 6.30% of the stock is owned by insiders.

Institutional Inflows and Outflows

Institutional investors have recently added to or reduced their stakes in the company. Federated Hermes Inc. grew its holdings in Charles Schwab by 2,112.7% during the 2nd quarter. Federated Hermes Inc. now owns 181,793 shares of the financial services provider’s stock worth $16,587,000 after acquiring an additional 173,577 shares in the last quarter. Vanguard Personalized Indexing Management LLC raised its holdings in shares of Charles Schwab by 26.8% in the 2nd quarter. Vanguard Personalized Indexing Management LLC now owns 190,538 shares of the financial services provider’s stock valued at $17,387,000 after purchasing an additional 40,275 shares in the last quarter. Figure 8 Investment Strategies LLC purchased a new stake in shares of Charles Schwab in the 2nd quarter worth approximately $924,000. PFG Investments LLC boosted its stake in shares of Charles Schwab by 10.2% during the second quarter. PFG Investments LLC now owns 5,951 shares of the financial services provider’s stock valued at $543,000 after purchasing an additional 550 shares in the last quarter. Finally, W.H. Cornerstone Investments Inc. purchased a new position in Charles Schwab during the second quarter valued at approximately $246,000. Institutional investors own 84.38% of the company’s stock.

More Charles Schwab News

Here are the key news stories impacting Charles Schwab this week:

• Positive Sentiment: Schwab reported record full‑year and Q4 2025 results with revenue and net income up; management highlighted rising client activity and net new assets — a core reason sentiment is positive. Schwab Delivers Record 2025 Results as Asset Growth, Trading Activity, and Revenues Surge
• Positive Sentiment: Q4 EPS beat consensus ($1.39 vs ~$1.32) and quarterly revenue topped estimates, underscoring stronger trading revenue and net interest income. Q4 Earnings and Revenues Surpass Estimates
• Positive Sentiment: Management raised FY‑2026 EPS guidance to $5.70–$5.80 (above Street consensus ~5.37) and gave higher revenue guidance — a major catalyst supporting the rally. Schwab Reports Record 4Q and Full Year 2025 Results
• Positive Sentiment: Assets under custody/administration reached roughly $11.9T and trading volumes jumped ~31%, showing meaningful client engagement that drives fee, trading and interest income. Charles Schwab Hits $11.9 Trillion In Assets, Trading Volumes Jump 31%
• Positive Sentiment: TD Cowen boosted its price target to $138 and reiterated a Buy rating, providing additional analyst support for upside. Benzinga
• Positive Sentiment: Schwab plans to expand RIA lending capabilities — a strategic initiative that could grow fee and lending income over time. Schwab Plans to Ramp Up, Expand RIA Lending Capabilities
• Neutral Sentiment: Corporate philanthropy and outreach: Schwab funded the Aggie Financial Planning Clinic — positive PR but not material to near‑term earnings. Charles Schwab financial gift to help Aggie Financial Planning Clinic open doors in 2026
• Neutral Sentiment: Management commentary and the CEO interview expand on strategic priorities; useful for long‑term investors but not a discrete earnings catalyst. Charles Schwab CEO on Q4 earnings
• Negative Sentiment: Some outlets noted net‑revenue nuances and higher operating expenses that dented parts of the results, creating headline risk and short‑term volatility. Schwab Net Revenue Misses Estimates
• Negative Sentiment: Several reports highlighted that rising expenses trimmed some of the earnings beat, which could temper margin optimism and lead to short‑term profit‑taking. Q4 Earnings Beat — Shares Down on Expenses

Charles Schwab Company Profile

Charles Schwab Corporation (NYSE: SCHW) is a diversified financial services firm that provides brokerage, banking, wealth management and advisory services to individual investors, independent investment advisors and institutional clients. Its primary offerings include retail brokerage accounts, online trading platforms, Schwab-branded mutual funds and exchange-traded funds (ETFs), retirement plan services, custodial services for independent Registered Investment Advisors (RIAs), and banking products through Charles Schwab Bank.